Market Update

Global Equity Markets Mixed While Bonds Rally in Q1 Financial markets began the year relatively strong, and investors were bullish following the Republican sweep of the November elections.  As President Trump and his administration took office, investors were looking for direction.  In a short period of time, the Trump administration quickly announced tariffs, immigration directives, […]

Strong Year for U.S. Equities; Bonds Were Mixed 2024 was another strong year for investors in the U.S. equity market.  The S&P 500 Index ended the year up 25.0% and the NASDAQ 100 Index was up 25.9%.  Smaller U.S. companies lagged large caps in 2024, with the Russell 2000 Index rallying 11.5%.1  The U.S. equity

Strong Equity and Bond Market Performance in Q3 Diversified investors were rewarded in Q3 as both equities and bonds rallied in the quarter.  Supportive economic data and the anticipation of Fed rate cuts provided tailwinds for the financial markets. Equities were volatile during the quarter but showed resilience, with performance broadening out by the end

Here Comes the Vol(-atility), Doo-Doo-Doo-Doo. Here Comes the Vol, and I say, it’s alright. A simple Beatles tune, but like the sun, volatility can rise up after being down for a while. But unlike the sun, the timing and frequency of volatility rising and falling are not consistently predictable. As you may have noticed, volatility

Mixed Equity Performance, Solid Bond Income Support in Q2 Equity markets were mixed in Q2 as high-quality, large U.S. companies tied to technology and artificial intelligence continued to drive market performance.  Other cyclical areas of the market were a bit more challenged. Bond investors continued to be rewarded with higher yields and income generation.  Interest